Capture, OCR & indexing
How this is scored
How documents get in and become findable: scanning and email intake, OCR, classification and metadata extraction, and whether incoming e-invoices (XRechnung, ZUGFeRD) are read as structured data rather than as pictures.
0 — Manual upload only; no OCR, no metadata beyond file name and folder.
3 — Upload, drag-and-drop and scan import with OCR mentioned, but indexing is manual and no word on email intake or e-invoice formats.
5 — Scanner, email and folder intake, full-text OCR, document types with metadata fields, and automatic extraction of common fields (date, sender, amount) documented.
8 — AI- or rule-based classification and field extraction with confidence and a validation step, XRechnung and ZUGFeRD read as structured data, mailbox and Microsoft 365 intake, and duplicate detection documented.
10 — Capture is engineered and shown: classification and extraction trainable per document type, validation queues, e-invoice validation against the standard, intake channels listed with their limits, and where AI processing runs (location, model provider) stated.
The Mittelstand Owner
Intake from paper, PDF, e-mail and the Peppol e-invoice network, automatic reading of invoice number, date, creditor and line data matched against purchase orders, classification in the digital post intake, and ZUGFeRD and XRechnung processed as structured formats with a validation and AI-supported review step — that is exactly the e-invoice intake I need. We found no public information on duplicate detection, on extraction confidence values, or on where the AI processing runs, so it stays just below the top band. 5 6 8 9